Dynamic Strategy Migration and the Evolution of Risk Premia

AlphaSimplex Portfolio Manager David Kuenzi presents a model for risk premia strategies, with a focus on adaptive approaches to markets.

Searching for Late Cycle Yield Advantage

Loomis Sayles Portfolio Manager Matt Eagan provides a 2019 outlook and his thoughts on where investors may find fixed income opportunities in the months ahead.

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Alpha Thesis of Loomis Growth Equity

Aziz Hamzaogullari, CIO of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.

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Retirement Reform in the US: What’s Next?

Everyone wants to improve the ability of Americans to save for retirement – but the work of reform is challenging. Paul Richmond of the Insured Retirement Institute provides an update.

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Poise Under Pressure: David Herro Decodes Stock Market Unrest

Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.

Three Strikes and You’re Out: Investors at Bat Against Volatility

The 2018 Global Survey of Financial Professionals revealed advisors are confident about their own ability to handle market factors for themselves and for their clients, but are concerned about investors making three key mistakes.

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The “Easy Money” Has Been Made

Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.

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US Asset Allocation Trends – Summer 2018

The synchronized global equity rally may be winding down, and moderate model portfolios were lucky to eke out modest gains in the first half of 2018.

  • October 17, 2018
Sustainable Investing: Looking Beyond ESG

The mindful use of resources, thoughtfulness about social footprints, and good corporate governance have become mainstream angles to consider in today’s investment world.

Managing Investors’ Emotions with the Help of Minimum Volatility Strategies

Minimum volatility strategies have the potential to reduce the negative effects of market movements on portfolios.

Crowded at the Top? Looking at Index Concentration

With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.

What Big Media Merger Mania and Digital Disruptors Mean for US Equity Investing

Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.

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Recession Watch

A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.

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Thinking Beyond Immediate Returns: Risk-Minded Investing for the Long Term

An AlphaSimplex Group client portfolio manager discusses why he believes it is better to focus on long-term investment risks rather than short-term returns.

  • August 16, 2018
Strategies for Protecting Portfolios from Market Volatility

Low/minimum volatility strategies are designed to perform over the long term, protecting portfolios from unexpected downturn.

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Finding Value in the Global Credit Cycle

Credit selection, market views, and value opportunities are discussed with a PM from Loomis Sayles’ Global Bond Team.

  • July 30, 2018
Protecting Portfolios: An Active Management Approach to Markets

An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.

Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

  • June 15, 2018
Risky Business: Do Higher-Risk Equities Deliver Higher Returns?

A data-driven look at how low-risk strategies have the potential to provide high returns in equity portfolios.

Financial Professional Survey: Advice from Both Sides of the Brain

How financial professionals plan to navigate market volatility in 2018 by giving advice from both sides of the brain.

  • May 25, 2018
Triple Threat: First Quarter Risks for Institutional Investors

Despite facing a triple threat, institutional investors weren’t surprised by geopolitical, interest rate, and volatility risks.

US Asset Allocation Trends – Winter 2018

Equity returns hit new highs in 2017, but which model portfolios had the best performance?

  • March 27, 2018
Advantages of High Active Share Strategies

Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.

  • March 13, 2018
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Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.

  • February 22, 2018
Asset Allocator’s Guide to Equity Beta-Reducing Strategies

Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.

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The Risk Management Challenge: Investors in Search of Clarity

Financial professionals play a key role in helping investors manage risk and reach financial goals in all market conditions.

  • October 13, 2017